|
Institutional
Holders
Total
Institutions:
|
57 4 |
|
Total
shares held :
|
1,674,786 |
|
% of shares
held :
|
41.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
Amount
of shares held :
|
-291,585 |
|
% of shares
held change :
|
-7.3% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
COMMONWEALTH EQUITY SERVICES LLC. |
1058 |
- |
2024-03-31 |
210,873 |
$5,938,000 |
-2,615 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
40 |
- |
2024-03-31 |
129,729 |
$3,653,000 |
-8,065 |
|
Advisor Group Holdings Inc. |
1475 |
- |
2024-03-31 |
95,861 |
$2,699,000 |
-22,837 |
|
KFG WEALTH MANAGEMENT LLC |
25 |
- |
2024-03-31 |
93,561 |
$2,635,000 |
11,695 |
|
Pensionmark Financial Group LLC |
94 |
- |
2023-12-31 |
66,025 |
$1,812,000 |
500 |
|
Strategic Blueprint LLC |
174 |
- |
2024-03-31 |
55,680 |
$1,568,000 |
-3,321 |
|
Brookstone Capital Management |
402 |
- |
2024-03-31 |
52,394 |
$1,475,000 |
-2,581 |
|
BB&T CORP |
1391 |
- |
2023-12-31 |
53,253 |
$1,461,000 |
-1,741 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1600 |
- |
2024-03-31 |
42,498 |
$1,197,000 |
-5,274 |
|
MULTIFINANCIAL SECURITIES CORP |
770 |
- |
2023-12-31 |
36,523 |
$1,002,000 |
-12,653 |
|
Delta Investment Management LLC |
74 |
- |
2024-03-31 |
32,486 |
$915,000 |
11,308 |
|
LPL FINANCIAL CORP |
3261 |
- |
2024-03-31 |
30,756 |
$866,000 |
13,174 |
|
CENTAURUS FINANCIAL INC. |
260 |
- |
2023-12-31 |
31,571 |
$866,000 |
-1,320 |
|
Archer Investment Corp |
82 |
- |
2024-03-31 |
29,494 |
$831,000 |
556 |
|
Foundations Investment Advisors LLC |
377 |
- |
2023-12-31 |
23,237 |
$645,000 |
-3,464 |
|
We Are One Seven LLC |
457 |
- |
2023-12-31 |
21,872 |
$600,000 |
1,500 |
|
Actinver Wealth Management Inc. |
45 |
*New |
2024-03-31 |
20,780 |
$585,000 |
20,780 |
|
BCS Wealth Management |
125 |
- |
2024-03-31 |
18,875 |
$532,000 |
0 |
|
CITADEL ADVISORS LLC |
3563 |
- |
2023-12-31 |
18,863 |
$518,000 |
1,618 |
|
Your Advocates Ltd. LLP |
21 |
*New |
2024-03-31 |
17,743 |
$500,000 |
17,743 |
|
Soltis Investment Advisors LLC |
204 |
- |
2024-03-31 |
17,336 |
$488,000 |
-3,376 |
|
MILESTONE ASSET MANAGEMENT LLC |
109 |
- |
2024-03-31 |
16,502 |
$465,000 |
-7,089 |
|
TOWNSQUARE CAPITAL LLC |
799 |
- |
2023-12-31 |
16,746 |
$460,000 |
1,594 |
|
Arete Wealth Advisors LLC |
442 |
- |
2023-12-31 |
15,443 |
$424,000 |
15,443 |
|
ADVISORY SERVICES NETWORK, LLC |
1013 |
- |
2024-03-31 |
14,979 |
$422,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3453 |
- |
2023-12-31 |
13,880 |
$381,000 |
-32,791 |
|
Stratos Wealth Advisors LLC |
524 |
- |
2024-03-31 |
12,781 |
$360,000 |
0 |
|
Spire Wealth Management |
629 |
- |
2024-03-31 |
12,100 |
$341,000 |
0 |
|
MONEY CONCEPTS CAPITAL CORP |
327 |
- |
2024-03-31 |
11,486 |
$323,000 |
0 |
|
H D Vest Advisory Services |
1258 |
- |
2024-03-31 |
11,335 |
$319,000 |
-90 |
|
McAdam LLC |
220 |
- |
2024-03-31 |
11,112 |
$313,000 |
0 |
|
AE Wealth Management LLC |
1665 |
- |
2023-12-31 |
11,238 |
$312,000 |
-93,965 |
|
OLD MISSION CAPITAL LLC |
748 |
- |
2023-12-31 |
10,685 |
$293,000 |
412 |
|
Accurate Wealth Management LLC |
218 |
*New |
2024-03-31 |
10,689 |
$292,000 |
10,689 |
|
Kestra Advisory Services LLC |
1895 |
- |
2023-12-31 |
9,943 |
$273,000 |
-550 |
|
Worth Financial Advisory Group LLC |
117 |
- |
2024-03-31 |
9,600 |
$270,000 |
-86,000 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2902 |
- |
2024-03-31 |
9,334 |
$263,000 |
-2,690 |
|
Souders Financial Advisors |
147 |
*New |
2024-03-31 |
9,251 |
$261,000 |
9,251 |
|
Outlook Wealth Advisors LLC |
233 |
- |
2024-03-31 |
8,990 |
$253,000 |
-1,198 |
|
Cetera Investment Advisers |
1880 |
- |
2023-12-31 |
9,196 |
$252,000 |
0 |
|
RFG Advisory Group LLC |
660 |
*New |
2024-03-31 |
8,151 |
$230,000 |
8,151 |
|
Steward Partners Investment Advisory LLC |
1324 |
- |
2023-12-31 |
8,227 |
$226,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2285 |
- |
2023-12-31 |
7,589 |
$208,000 |
7,589 |
|
ROYAL BANK OF CANADA |
4639 |
- |
2023-12-31 |
5,669 |
$156,000 |
5,041 |
|
HARBOUR INVESTMENTS INC. |
1073 |
- |
2023-12-31 |
4,233 |
$116,000 |
-2,226 |
|
IFP Advisors Inc |
1194 |
- |
2023-12-31 |
3,877 |
$106,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1309 |
- |
2024-03-31 |
3,186 |
$90,000 |
287 |
|
DHJJ Financial Advisors Ltd. |
218 |
- |
2024-03-31 |
2,808 |
$79,000 |
-3,012 |
|
CWM LLC |
2047 |
- |
2024-03-31 |
2,587 |
$73,000 |
582 |
|
UBS Group AG |
5157 |
- |
2023-12-31 |
2,309 |
$63,000 |
-271 |
|
Castleview Partners LLC |
319 |
- |
2024-03-31 |
2,247 |
$63,000 |
0 |
|
Evergreen Private Wealth LLC |
141 |
- |
2024-03-31 |
816 |
$23,000 |
0 |
|
J P MORGAN CHASE & CO |
4945 |
- |
2024-03-31 |
659 |
$19,000 |
0 |
|
Clear Point Advisors Inc. |
279 |
- |
2024-03-31 |
640 |
$18,000 |
0 |
|
WELLS FARGO & CO/MN |
5076 |
- |
2024-03-31 |
489 |
$14,000 |
0 |
|
Legend Financial Advisors Inc. |
139 |
- |
2024-03-31 |
334 |
$9,000 |
0 |
|
Larson Financial Group LLC |
1137 |
- |
2024-03-31 |
201 |
$6,000 |
0 |
|
Emerald Investment Partners LLC |
439 |
- |
2024-03-31 |
200 |
$6,000 |
0 |
|
Integrity Financial Corp /WA |
191 |
- |
2024-03-31 |
114 |
$3,000 |
0 |
|
Authentikos Wealth Advisory LLC |
133 |
*Closed |
2023-12-31 |
0 |
$0 |
-500 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5946 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,009 |
|
PROEQUITIES INC. |
5603 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
TriaGen Wealth Management LLC |
168 |
*Closed |
2024-03-31 |
0 |
$0 |
-49,148 |
|
Comprehensive Financial Consultants Institutional |
165 |
*Closed |
2024-03-31 |
0 |
$0 |
-83,565 |
|
MERCER GLOBAL ADVISORS INC /ADV |
2089 |
*Closed |
2023-12-31 |
0 |
$0 |
-32,400 |
|
SageView Advisory Group LLC |
821 |
*Closed |
2024-03-31 |
0 |
$0 |
-133,307 |
|
|
66 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|